Toolkit

Stakeholder Interview Scripts & Analysis Workbook

An interactive, role-aware interview workbook and analysis template: pre-interview consent and checklist, structured question sets, free-text notes, numeric ratings, taggable affinity-mapping fields, post-interview summary, and suggested follow-ups. Saves each interview as structured JSON for comparison, prioritization, and later analysis.

Interactive Tool

Stakeholder Interview — Workbook

Use this workbook to run consistent stakeholder interviews for AI use-case discovery. Capture consent, role-aware notes, numeric ratings, tags for affinity mapping, and recommended follow-ups. Save each interview for later analysis and prioritization. Be mindful of privacy and any regulatory constraints; record only what you are permitted to store.

A stable identifier if your team uses one (e.g., SITE-A-INT-001).
Who is conducting this interview? Use your full name or team alias.
ISO date or short date (e.g., 2026-08-15).
Select the role that best matches the interviewee's primary daily perspective.
Record explicit consent if recording or storing personal data is required by policy. If no, do not store personal data; use anonymized notes.
If yes, describe constraints in the 'constraints_details' field below.
E.g., contains PHI, cannot be recorded, requires anonymization, vendor NDAs.
Ask the interviewee to walk through the steps, people involved, handoffs, and systems used.
List the most important recurring tasks that relate to the problem.
Encourage concrete examples, recent incidents, and typical times when problems occur.
Select the frequency that best matches the interviewee's experience.
1.0 10.0
1.0 10.0
Provide a numeric estimate (hours/week). Useful for estimating potential savings.
Capture goals, target metrics, or softer outcomes like 'less stress' or 'faster onboarding'.
1.0 10.0
Keep the pilot small, measurable, and timeboxed where possible.
1.0 10.0
1.0 10.0
Enter short tags like 'data-quality', 'manual-step', 'safety', 'high-cost'. These support affinity grouping later.
After several interviews, collect tags and these notes to cluster similar opportunities. Suggested process: paste tags into a shared board, group duplicates, name clusters, then score clusters by impact and feasibility.
Write a concise summary that can be pasted into a follow-up email or decision brief.
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